New Britain, PA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, New Britain, PA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $78,362,458 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $78,362,458
- Total reported liabilities (EOY)
- $6,175,282
- Total reported net assets (EOY)
- $72,187,176
Contributions & income
- Employer contributions
- $2,498,886
- Participant contributions
- $2,211,582
- Total income / additions
- $21,370,722
Expenses & distributions
- Benefits paid / distributions
- $5,946,340
- Total expenses
- $6,452,815
- Net increase / (decrease)
- $14,917,907
Coverage
- Total reported participants
- 810
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Britain, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan | Robert D. Gilmore & Associates, Inc. | $39,225,057 | 2023 |
| Robert D. Gilmore & Associates, Inc. 401(K) Profit Sharing Plan | Robert D. Gilmore & Associates, Inc. | $27,140,023 | 2023 |
| Sweet, Stevens, Katz & Williams 401(K) Retirement Savings Plan | Sweet, Stevens, Katz & Williams Llp | $11,873,209 | 2023 |
| Chant Engineering Co., Inc. Employee Benefit Plan | Chant Engineering Co., Inc. | $124,169 | 2023 |
| Robert D. Gilmore & Associates, Inc. Health And Welfare Plan | Robert D. Gilmore & Associates, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in New Britain → · New Britain plans by participants → · New Britain plans with financial data → · New Britain plans with provider compensation → · $1B+ plans in New Britain →
Related Form 5500 pages
- All PA Form 5500 filings
- Robert D. Gilmore & Associates, Inc. Employee Stock Ownership Plan (plan 002)
- Robert D. Gilmore & Associates, Inc. — all reported plans
- Robert D. Gilmore & Associates, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sweet, Stevens, Katz & Williams 401(K) Retirement Savings Plan (plan 001)
- Sweet, Stevens, Katz & Williams Llp — all reported plans
- Chant Engineering Co., Inc. Employee Benefit Plan (plan 501)
- Chant Engineering Co., Inc. — all reported plans
- Robert D. Gilmore & Associates, Inc. Health And Welfare Plan (plan 502)
- Methodology
- Data sources